Ford Motor Company (F) Q3 2025 10-Q Quarterly Report

Filed: Oct 24, 2025Period ending Sep 30, 2025

Industrials

Motor Vehicles & Passenger Car BodiesSEC EDGAR

Ford Motor Company (F) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 24, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Ford Motor Company Q3 2025 10-Q Analysis

Management Discussion & Analysis

• No quarterly revenue or YoY change data disclosed in provided text
• No profitability or margin figures reported in the lease residual discussion
• No segment or product line performance numbers included
• No cash position, operating cash flow, or capital deployment details mentioned
• Management focuses on lease residual measurement and estimates for Ford Credit’s auction value and vehicle returns; no near-term outlook or guidance given

Risk Factors

• New risk: Novelis adjusted EBIT and cash flow headwinds $1.5B-$3.0B Q4 2025, driven by production disruption affecting working capital
• Material update: Tariff net headwind reduced to $1.0B for 2025, down from $2.0B due to recent U.S. policy announcements
• Regulatory risk: U.S. tariffs impacting net costs by $1.0B in 2025, reflecting changes in administration trade policies
• Market risk: U.S. industry sales forecast at 16.8 million units for 2025, with pricing up about 0.5%
• Financial risk: Capital spending expected at $9.0 billion in 2025 supporting production and operational capacities

Ford Motor Company Q3 2025 Quarterly Financials
XBRL

Revenue

$50.5B

▲ +9.4% YoY▲ +0.7% QoQ

Net Income

$2.4B

▲ +174.3% YoY▲ +6897.2% QoQ

Operating Margin

3.1%

▲ +118bp YoY▲ +206bp QoQ

Net Margin

4.8%

▲ +291bp YoY▲ +491bp QoQ

ROE

5.2%

Total Assets

$301.0B

EPS (Diluted)

$0.61

▲ +177.3% YoY▲ +6200.0% QoQ

Operating Cash Flow

$7.4B

▲ +34.5% YoY▲ +17.2% QoQ

Source: XBRL data from Ford Motor Company Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other Ford Motor Company Quarterly Reports

Q2 2025 10-Q

Q1 2025 10-Q

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